I use Dubsado to manage everything for my clients from the time I receive a request form, phone call or text message requesting more information all the way to the end when I deliver their images and video.
How to collect leads using Dubsado
Dubsado has made it very easy to create lead capture forms to collect all the information you need to help a potential client.
Probably my favorite part of the form is being able to send specific emails in regards to form selection. This enables us to tailor our emails with detail information that will help the client from the first time they contact us.
How to automatically schedule appointments.
Dubsado’s most recently launched feature is the automated scheduler. The scheduler can be embedded on your website via a page, post or popup using Elementor.
Appointments can be synced to your Google calendar with all the information you need when you meet with the client.
How we collect payments & sign contracts.
By using Dubsado, we’ve been able to eliminate the need for several different services for collecting payments, signing contracts and sending initial emails for more information.
Now all we do is create an invoice or proposal to be approved before an invoice is created. Once an invoice has been made, the clients can make their make their payments online at any time.
What else can you do with Dubsado?
You can use Dubsado for anything you need. They’ve created it so that you’re able to customize Dubsado to fit your business without the restriction.
I’ve tried a lot of the other platforms such as Tave, Honeybook, Studio Ninja, 17Hats, ShootQ, Book Me for Photographer and a few others. But setting up Dubsado was the easiest to get up and running from the beginning.